Unified Tagging

A tag is a property, and because properties are shared across your whole workspace, a single tag namespace spans every block type. Tag an email marketing and a task marketing and it’s the same marketing: one color, one filter, one click to see everything carrying it. Tags are for organizing your work by project, team, or area, like marketing, hiring, or q3-launch. They aren’t for tracking status. Status, priority, and assignees are properties that describe a single item, while a tag is a property that ties related items together across the whole workspace.

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What you can tag

The same tags apply across:

• Documents — tag PDFs, other files, and snippets
• Tasks — tag a task to group it with related work
• Emails — tag a whole thread
• AI chats — tag a conversation with an agent
• Calls — tag a recording or transcript

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Creating and applying tags

The fastest way is inline. Type # in a document to open the tag menu, then pick an existing tag or create a new one. Tags render inline as colored pills, and clicking a pill shows everything else carrying it. Everywhere else, use the tag panel in the properties window. Select one of your existing tags or start typing to create a new one. An item can carry as many tags as you like, so the same email or task can sit under marketing and q3-launch at once.

If you would like to select or unselect multiple tags, hold Shift while clicking them.

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Personal and team tags

When you create a tag you choose its scope:

• Personal — only you see it. Anyone can create personal tags.
• Team — shared with everyone on your team. Creating a team tag requires being on a team.

Renaming or recoloring a tag keeps its identity, so the change flows to every item already carrying it. Deleting a tag is destructive and it will be removed from everything at once and can’t be undone.

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Colors

Every tag has a color from a fixed palette:

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Filtering and search

Tags turn a pile of items into a lightweight database. In any block, go to Filter → Tags to show only the items carrying a tag. To filter across your entire workspace at once, use the same Tags chip in the filter menu of search. Select two or more tags and a match-mode toggle appears:

• Any — items that have any of the selected tags (the default)
• All — items that have every selected tag, for example everything tagged both marketing and q3-launch

Clicking a tag pill anywhere jumps straight to everything else carrying it.

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Managing your tags

Curate the full set from Settings → Tags, which lists your Personal and Team tags with edit and delete actions and a New tag button. It’s the place to rename, recolor, or clean up tags without hunting for an item that uses them.

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Tagging with agents

Tell your local model (Claude Code, Cursor) connected to the MCP server “tag this thread marketing” or “make a q3-launch tag and add it to these tasks,” and it handles the rest without you leaving your editor.